Who pays for AI data centre power? PPAs, tariffs and capacity prices
How AI data centres pay for electricity: PPAs, large-load tariffs, capacity auction costs and flexibility deals, with sourced figures and dates.
Deep dives, practical guides, and incident analyses from engineers who build Safeguard. No fluff, no vendor FUD — just what you need to ship secure software.
How AI data centres pay for electricity: PPAs, large-load tariffs, capacity auction costs and flexibility deals, with sourced figures and dates.
Which nuclear deals back AI data centres, what a restart or uprate is, which plants are on track and which dates have slipped, with sourced figures.
What the IEA, Berkeley Lab, PJM, ERCOT and the EIA say about AI data centre electricity demand, where the forecasts disagree, and why queues inflate them.
How much Amazon, Microsoft, Alphabet, Meta and Oracle are spending on AI infrastructure in 2026, what the numbers include, and which figures disagree.
How Google and Meta are spending on AI in 2026: Google's chips, Gemini and cloud sales, and Meta's move from open Llama to a closed Muse Spark.
AWS, Azure, Google Cloud and Oracle report revenue growth and a combined backlog above $2 trillion. What backlog means, who is in it, and what to check.
Tokens per second can mean per user or per server. Learn TTFT, inter-token latency, prefill versus decode and batching, and how each sets your GPU cost.
GPU utilization means three different things. Learn allocation, kernel and MFU, why 60 percent or lower is common, and what each costs you per hour.
What renting an H100, H200 or B200 costs per GPU hour in October 2026, how list, spot and committed prices differ, and what moves them. Dated sources.
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